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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
+$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,079
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$81.5M
3
+$64.2M
4
AAPL icon
Apple
AAPL
+$49.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$37M

Top Sells

1
+$30.3M
2
+$18.1M
3
+$14.9M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$8.47M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.17M

Sector Composition

1 Technology 15.43%
2 Financials 5.84%
3 Healthcare 5.21%
4 Consumer Discretionary 4.33%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3376
$1.57K ﹤0.01%
50
-500
3377
$1.57K ﹤0.01%
31
-56,898
3378
$1.55K ﹤0.01%
700
+100
3379
$1.54K ﹤0.01%
545
-902
3380
$1.54K ﹤0.01%
70
+1
3381
$1.51K ﹤0.01%
80
3382
$1.49K ﹤0.01%
33
-50
3383
$1.49K ﹤0.01%
166
-26,000
3384
$1.49K ﹤0.01%
100
3385
$1.49K ﹤0.01%
67
3386
$1.49K ﹤0.01%
15
3387
$1.45K ﹤0.01%
9
-2,143
3388
$1.44K ﹤0.01%
56
-8
3389
$1.42K ﹤0.01%
583
3390
$1.42K ﹤0.01%
+60
3391
$1.41K ﹤0.01%
100
3392
$1.41K ﹤0.01%
42
3393
$1.41K ﹤0.01%
52
3394
$1.4K ﹤0.01%
5
-673
3395
$1.4K ﹤0.01%
25
3396
$1.4K ﹤0.01%
93
-99
3397
$1.39K ﹤0.01%
106
+3
3398
$1.38K ﹤0.01%
450
-326
3399
$1.38K ﹤0.01%
11
3400
$1.37K ﹤0.01%
57
-13,435
134 135
136
137 138